Fiduciary Capital Management LLC

Fiduciary Capital Management serves individual investors (primarily non-high-net-worth clients) and a range of institutional and retirement-plan sponsors, and also offers advisory services to accredited and financially sophisticated investors evaluating private funds. Its services include discretionary and non-discretionary portfolio management, financial planning and consulting, retirement plan advisory and participant education, and private markets advisory for private funds and alternative investments.

The firm’s investment process combines fundamental, cyclical, and technical analysis with model-based portfolio solutions and third‑party asset managers; it offers a turnkey asset management program (TAMP) and may utilize model portfolios available through platform partners. Fiduciary CM integrates custodial and technology platforms—including Altruist’s Model Marketplace and MyAltsData for private‑fund tracking—and uses platform managers to implement and monitor allocations while IARs maintain ongoing client contact and periodic reviews.

What stands out relative to peers is the firm’s networked structure and affiliations with other investment firms and broker‑dealer activities (some IARs are registered representatives of MSC‑BD, LLC), its role as a wrap fee program sponsor, and its explicit offering of investor education and workshops for plan participants—features that are uncommon among similarly supported firms. The firm’s emphasis on private markets advisory and use of third‑party reporting tools for alternative investments, together with platform‑provided technology benefits (e.g., Altruist support services and Altruist One), are additional operational distinctions that may affect how services are delivered and conflicts of interest are managed.